FOUNDATION FOR MED CARE OF TULARE/KINGS COUNTIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOUNDATION FOR MEDICAL CARE OF TULARE/KINGS COUNTIES 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for FOUNDATION FOR MEDICAL CARE OF TULARE/KINGS COUNTIES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : FOUNDATION FOR MEDICAL CARE OF TULARE/KINGS COUNTIES 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-07-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-01 | $154 |
| Total income from all sources (including contributions) | 2023-07-01 | $2,115,588 |
| Total loss/gain on sale of assets | 2023-07-01 | $0 |
| Total of all expenses incurred | 2023-07-01 | $219,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-07-01 | $209,321 |
| Expenses. Certain deemed distributions of participant loans | 2023-07-01 | $6,216 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-07-01 | $947,000 |
| Value of total assets at end of year | 2023-07-01 | $10,167,995 |
| Value of total assets at beginning of year | 2023-07-01 | $8,271,585 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-07-01 | $3,487 |
| Total interest from all sources | 2023-07-01 | $14,008 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-07-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-07-01 | No |
| Was this plan covered by a fidelity bond | 2023-07-01 | Yes |
| Value of fidelity bond cover | 2023-07-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-07-01 | No |
| Contributions received from participants | 2023-07-01 | $402,812 |
| Participant contributions at end of year | 2023-07-01 | $183,051 |
| Participant contributions at beginning of year | 2023-07-01 | $145,912 |
| Participant contributions at end of year | 2023-07-01 | $0 |
| Participant contributions at beginning of year | 2023-07-01 | $122 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-07-01 | $27,495 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-07-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-07-01 | $148 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-07-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-07-01 | $154 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-01 | No |
| Income. Non cash contributions | 2023-07-01 | $0 |
| Value of net income/loss | 2023-07-01 | $1,896,564 |
| Value of net assets at end of year (total assets less liabilities) | 2023-07-01 | $10,167,995 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-07-01 | $8,271,431 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-07-01 | No |
| Investment advisory and management fees | 2023-07-01 | $3,487 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-07-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-07-01 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-07-01 | $8,877,544 |
| Value of interest in pooled separate accounts at beginning of year | 2023-07-01 | $7,145,781 |
| Interest on participant loans | 2023-07-01 | $14,008 |
| Interest earned on other investments | 2023-07-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-07-01 | $1,021,270 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-07-01 | $879,630 |
| Net investment gain/loss from pooled separate accounts | 2023-07-01 | $1,154,580 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-07-01 | No |
| Contributions received in cash from employer | 2023-07-01 | $516,693 |
| Employer contributions (assets) at end of year | 2023-07-01 | $86,130 |
| Employer contributions (assets) at beginning of year | 2023-07-01 | $99,992 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-07-01 | $209,321 |
| Did the plan have assets held for investment | 2023-07-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-07-01 | 1 |
| Accountancy firm name | 2023-07-01 | M. GREEN AND COMPANY, LLP |
| Accountancy firm EIN | 2023-07-01 | 941683129 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $154 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $4,928 |
| Total income from all sources (including contributions) | 2023-06-30 | $1,697,644 |
| Total of all expenses incurred | 2023-06-30 | $217,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $205,436 |
| Expenses. Certain deemed distributions of participant loans | 2023-06-30 | $6,232 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $993,306 |
| Value of total assets at end of year | 2023-06-30 | $8,271,585 |
| Value of total assets at beginning of year | 2023-06-30 | $6,796,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $5,633 |
| Total interest from all sources | 2023-06-30 | $6,669 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $1,509 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $1,509 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $329,343 |
| Participant contributions at end of year | 2023-06-30 | $145,912 |
| Participant contributions at beginning of year | 2023-06-30 | $83,144 |
| Participant contributions at end of year | 2023-06-30 | $122 |
| Participant contributions at beginning of year | 2023-06-30 | $11,088 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $34,364 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $148 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $4,553 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-06-30 | $154 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-06-30 | $4,928 |
| Other income not declared elsewhere | 2023-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Income. Non cash contributions | 2023-06-30 | $0 |
| Value of net income/loss | 2023-06-30 | $1,480,343 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $8,271,431 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $6,791,088 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Investment advisory and management fees | 2023-06-30 | $5,633 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $8,025,411 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $6,412,645 |
| Interest on participant loans | 2023-06-30 | $6,455 |
| Interest earned on other investments | 2023-06-30 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $214 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $696,160 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $629,599 |
| Employer contributions (assets) at end of year | 2023-06-30 | $99,992 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $284,586 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $205,436 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-06-30 | $0 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | M. GREEN AND COMPANY, LLP |
| Accountancy firm EIN | 2023-06-30 | 941683129 |
| 2022 : FOUNDATION FOR MEDICAL CARE OF TULARE/KINGS COUNTIES 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $154 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $4,928 |
| Total income from all sources (including contributions) | 2022-07-01 | $1,697,644 |
| Total of all expenses incurred | 2022-07-01 | $217,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $205,436 |
| Expenses. Certain deemed distributions of participant loans | 2022-07-01 | $6,232 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $993,306 |
| Value of total assets at end of year | 2022-07-01 | $8,271,585 |
| Value of total assets at beginning of year | 2022-07-01 | $6,796,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $5,633 |
| Total interest from all sources | 2022-07-01 | $6,669 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $1,509 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-01 | $1,509 |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $329,343 |
| Participant contributions at end of year | 2022-07-01 | $145,912 |
| Participant contributions at beginning of year | 2022-07-01 | $83,144 |
| Participant contributions at end of year | 2022-07-01 | $122 |
| Participant contributions at beginning of year | 2022-07-01 | $11,088 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-01 | $34,364 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-07-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-07-01 | $148 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-07-01 | $4,553 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-07-01 | $154 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-07-01 | $4,928 |
| Other income not declared elsewhere | 2022-07-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Income. Non cash contributions | 2022-07-01 | $0 |
| Value of net income/loss | 2022-07-01 | $1,480,343 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $8,271,431 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $6,791,088 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Investment advisory and management fees | 2022-07-01 | $5,633 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $8,025,411 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $6,412,645 |
| Interest on participant loans | 2022-07-01 | $6,455 |
| Interest earned on other investments | 2022-07-01 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-07-01 | $214 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $696,160 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $629,599 |
| Employer contributions (assets) at end of year | 2022-07-01 | $99,992 |
| Employer contributions (assets) at beginning of year | 2022-07-01 | $284,586 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $205,436 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-07-01 | $0 |
| Did the plan have assets held for investment | 2022-07-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | M. GREEN AND COMPANY, LLP |
| Accountancy firm EIN | 2022-07-01 | 941683129 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $4,928 |
| Total income from all sources (including contributions) | 2022-06-30 | $-499,970 |
| Total of all expenses incurred | 2022-06-30 | $1,013,911 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $938,573 |
| Expenses. Certain deemed distributions of participant loans | 2022-06-30 | $37,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $834,986 |
| Value of total assets at end of year | 2022-06-30 | $6,796,016 |
| Value of total assets at beginning of year | 2022-06-30 | $8,304,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $37,798 |
| Total interest from all sources | 2022-06-30 | $6,104 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $267,340 |
| Participant contributions at end of year | 2022-06-30 | $83,144 |
| Participant contributions at beginning of year | 2022-06-30 | $85,419 |
| Participant contributions at end of year | 2022-06-30 | $11,088 |
| Participant contributions at beginning of year | 2022-06-30 | $10,071 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $4,553 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-30 | $4,928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-1,513,881 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $6,791,088 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $8,304,969 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $6,412,645 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $7,745,831 |
| Value of interest in pooled separate accounts at end of year | 2022-06-30 | $0 |
| Interest on participant loans | 2022-06-30 | $6,104 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-1,341,060 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $567,646 |
| Employer contributions (assets) at end of year | 2022-06-30 | $284,586 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $463,648 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $938,573 |
| Contract administrator fees | 2022-06-30 | $37,798 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | Yes |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | M. GREEN AND COMPANY, LLP |
| Accountancy firm EIN | 2022-06-30 | 941683129 |
